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MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 401k Plan overview

Plan NameMEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN
Plan identification number 001

MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOC. P.C. has sponsored the creation of one or more 401k plans.

Company Name:MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOC. P.C.
Employer identification number (EIN):621226101
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIC GIBSON ERIC GIBSON2018-07-27
0012016-01-01ERIC GIBSON ERIC GIBSON2017-10-16
0012016-01-01 ERIC GIBSON2017-10-12
0012015-01-01ERIC GIBSON ERIC GIBSON2016-09-28
0012014-01-01ERIC GIBSON ERIC GIBSON2015-10-15
0012013-01-01ERIC GIBSON ERIC GIBSON2014-10-08
0012012-01-01GEORGE WORTHAM GEORGE WORTHAM2013-10-15
0012011-01-01GEORGE WORTHAM GEORGE WORTHAM2012-10-01
0012009-01-01GEORGE WORTHAM GEORGE WORTHAM2010-10-12
0012009-01-01GEORGE WORTHAM GEORGE WORTHAM2011-06-28

Plan Statistics for MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN

401k plan membership statisitcs for MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN

Measure Date Value
2022: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01244
Number of participants with account balances2022-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01238
Total participants2021-01-01238
Number of participants with account balances2021-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-01185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01228
Total participants2020-01-01228
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01230
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01196
Total participants2018-01-01196
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01215
Total number of active participants reported on line 7a of the Form 55002017-01-01154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01218
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-01162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01202
Total participants2016-01-01202
Number of participants with account balances2016-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-0193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01121
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN

Measure Date Value
2022 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,457,540
Total of all expenses incurred2022-12-31$345,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$239,762
Expenses. Certain deemed distributions of participant loans2022-12-31$2,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,584,522
Value of total assets at end of year2022-12-31$32,124,139
Value of total assets at beginning of year2022-12-31$34,927,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,323
Total interest from all sources2022-12-31$176,434
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,011,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,011,785
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$809,509
Participant contributions at end of year2022-12-31$304,218
Participant contributions at beginning of year2022-12-31$328,976
Participant contributions at end of year2022-12-31$4,907
Assets. Other investments not covered elsewhere at end of year2022-12-31$463,593
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$540,936
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,803,173
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,124,139
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,927,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,157,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,256,959
Interest on participant loans2022-12-31$16,403
Interest earned on other investments2022-12-31$160,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,453,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,264,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,230,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$741,013
Employer contributions (assets) at end of year2022-12-31$741,013
Employer contributions (assets) at beginning of year2022-12-31$536,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$239,762
Contract administrator fees2022-12-31$103,323
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2022-12-31621804252
2021 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,753,495
Total of all expenses incurred2021-12-31$485,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$357,830
Expenses. Certain deemed distributions of participant loans2021-12-31$32,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,567,785
Value of total assets at end of year2021-12-31$34,927,312
Value of total assets at beginning of year2021-12-31$30,659,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,796
Total interest from all sources2021-12-31$20,912
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$397,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$397,417
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$771,844
Participant contributions at end of year2021-12-31$328,976
Participant contributions at beginning of year2021-12-31$438,899
Participant contributions at beginning of year2021-12-31$22,282
Assets. Other investments not covered elsewhere at end of year2021-12-31$540,936
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$496,681
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,267,711
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,927,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,659,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,256,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,663,020
Interest on participant loans2021-12-31$20,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,264,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,569,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,767,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$723,422
Employer contributions (assets) at end of year2021-12-31$536,056
Employer contributions (assets) at beginning of year2021-12-31$469,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$357,830
Contract administrator fees2021-12-31$95,796
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2021-12-31621804252
2020 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,713,082
Total of all expenses incurred2020-12-31$7,315,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,227,021
Expenses. Certain deemed distributions of participant loans2020-12-31$5,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,248,410
Value of total assets at end of year2020-12-31$30,659,601
Value of total assets at beginning of year2020-12-31$31,261,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,002
Total interest from all sources2020-12-31$21,680
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$384,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$384,810
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$726,960
Participant contributions at end of year2020-12-31$438,899
Participant contributions at beginning of year2020-12-31$370,487
Participant contributions at end of year2020-12-31$22,282
Assets. Other investments not covered elsewhere at end of year2020-12-31$496,681
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$311,820
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,824,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$60,761
Value of net income/loss2020-12-31$-602,076
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,659,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,261,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,663,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,027,466
Interest on participant loans2020-12-31$21,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,569,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,956,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,058,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$636,617
Employer contributions (assets) at end of year2020-12-31$469,508
Employer contributions (assets) at beginning of year2020-12-31$595,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,227,021
Contract administrator fees2020-12-31$83,002
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2020-12-31621804252
2019 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,212,065
Total income from all sources (including contributions)2019-12-31$6,212,065
Total of all expenses incurred2019-12-31$291,737
Total of all expenses incurred2019-12-31$291,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,798
Expenses. Certain deemed distributions of participant loans2019-12-31$14,025
Expenses. Certain deemed distributions of participant loans2019-12-31$14,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,486,086
Value of total assets at end of year2019-12-31$31,261,677
Value of total assets at end of year2019-12-31$31,261,677
Value of total assets at beginning of year2019-12-31$25,341,349
Value of total assets at beginning of year2019-12-31$25,341,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,914
Total interest from all sources2019-12-31$22,571
Total interest from all sources2019-12-31$22,571
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$485,234
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$485,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$485,234
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$485,234
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$691,491
Contributions received from participants2019-12-31$691,491
Participant contributions at end of year2019-12-31$370,487
Participant contributions at end of year2019-12-31$370,487
Participant contributions at beginning of year2019-12-31$417,383
Participant contributions at beginning of year2019-12-31$417,383
Participant contributions at beginning of year2019-12-31$25,856
Participant contributions at beginning of year2019-12-31$25,856
Assets. Other investments not covered elsewhere at end of year2019-12-31$311,820
Assets. Other investments not covered elsewhere at end of year2019-12-31$311,820
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,467
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,920,328
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,261,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,261,677
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,341,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,341,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,027,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,027,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,172,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,172,143
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,142,916
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,142,916
Interest on participant loans2019-12-31$22,571
Interest on participant loans2019-12-31$22,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,956,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,956,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,218,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,218,174
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$595,128
Contributions received in cash from employer2019-12-31$595,128
Employer contributions (assets) at end of year2019-12-31$595,128
Employer contributions (assets) at end of year2019-12-31$595,128
Employer contributions (assets) at beginning of year2019-12-31$530,926
Employer contributions (assets) at beginning of year2019-12-31$530,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,798
Contract administrator fees2019-12-31$80,914
Contract administrator fees2019-12-31$80,914
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-267,425
Total of all expenses incurred2018-12-31$1,778,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,758,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,522,555
Value of total assets at end of year2018-12-31$25,341,349
Value of total assets at beginning of year2018-12-31$27,387,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,271
Total interest from all sources2018-12-31$20,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$222,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$222,120
Administrative expenses professional fees incurred2018-12-31$20,271
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$711,984
Participant contributions at end of year2018-12-31$417,383
Participant contributions at beginning of year2018-12-31$308,918
Participant contributions at end of year2018-12-31$25,856
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,843,651
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$279,645
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$7,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,046,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,341,349
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,387,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,172,143
Value of interest in pooled separate accounts at end of year2018-12-31$4,142,916
Value of interest in pooled separate accounts at beginning of year2018-12-31$23,630,937
Interest on participant loans2018-12-31$20,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$52,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,032,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$530,926
Employer contributions (assets) at end of year2018-12-31$530,926
Employer contributions (assets) at beginning of year2018-12-31$544,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,758,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,536,663
Total of all expenses incurred2017-12-31$1,734,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,727,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,237,253
Value of total assets at end of year2017-12-31$27,387,718
Value of total assets at beginning of year2017-12-31$24,585,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,244
Total interest from all sources2017-12-31$15,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$672,939
Participant contributions at end of year2017-12-31$308,918
Participant contributions at beginning of year2017-12-31$378,167
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,843,651
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,697,721
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$-2,440
Administrative expenses (other) incurred2017-12-31$4,472
Total non interest bearing cash at end of year2017-12-31$7,315
Total non interest bearing cash at beginning of year2017-12-31$5,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,802,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,387,718
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,585,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$23,630,937
Value of interest in pooled separate accounts at beginning of year2017-12-31$21,043,645
Interest on participant loans2017-12-31$15,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$52,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$54,565
Net investment gain/loss from pooled separate accounts2017-12-31$3,285,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$544,906
Employer contributions (assets) at end of year2017-12-31$544,772
Employer contributions (assets) at beginning of year2017-12-31$405,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,727,892
Contract administrator fees2017-12-31$1,772
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,979,350
Total of all expenses incurred2016-12-31$427,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$421,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,392,934
Value of total assets at end of year2016-12-31$24,585,191
Value of total assets at beginning of year2016-12-31$22,033,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,651
Total interest from all sources2016-12-31$16,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$612,709
Participant contributions at end of year2016-12-31$378,167
Participant contributions at beginning of year2016-12-31$410,213
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,697,721
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,555,905
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,602
Other income not declared elsewhere2016-12-31$3,213
Administrative expenses (other) incurred2016-12-31$4,541
Total non interest bearing cash at end of year2016-12-31$5,375
Total non interest bearing cash at beginning of year2016-12-31$3,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,551,959
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,585,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,033,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$21,043,645
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,784,242
Interest on participant loans2016-12-31$16,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$547,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$547,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$54,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$261,129
Net investment gain/loss from pooled separate accounts2016-12-31$1,566,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$739,623
Employer contributions (assets) at end of year2016-12-31$405,718
Employer contributions (assets) at beginning of year2016-12-31$470,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$421,740
Contract administrator fees2016-12-31$1,110
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,022,805
Total income from all sources (including contributions)2015-12-31$1,380,620
Total of all expenses incurred2015-12-31$318,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$313,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,815,626
Value of total assets at end of year2015-12-31$22,033,232
Value of total assets at beginning of year2015-12-31$18,948,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,297
Total interest from all sources2015-12-31$12,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$621,416
Participant contributions at end of year2015-12-31$410,213
Participant contributions at beginning of year2015-12-31$228,929
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,555,905
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,364,158
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$509,322
Other income not declared elsewhere2015-12-31$4,970
Administrative expenses (other) incurred2015-12-31$4,435
Total non interest bearing cash at end of year2015-12-31$3,695
Total non interest bearing cash at beginning of year2015-12-31$5,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,062,141
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,033,232
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,948,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$17,784,242
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,989,932
Interest on participant loans2015-12-31$12,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$547,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$610,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$610,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$261,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$256,153
Net investment gain/loss from pooled separate accounts2015-12-31$-452,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$684,888
Employer contributions (assets) at end of year2015-12-31$470,835
Employer contributions (assets) at beginning of year2015-12-31$493,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$313,182
Contract administrator fees2015-12-31$862
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$735,865
Total income from all sources (including contributions)2014-12-31$2,203,086
Total of all expenses incurred2014-12-31$307,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$304,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,212,826
Value of total assets at end of year2014-12-31$18,948,286
Value of total assets at beginning of year2014-12-31$16,317,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,193
Total interest from all sources2014-12-31$7,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$516,401
Participant contributions at end of year2014-12-31$228,929
Participant contributions at beginning of year2014-12-31$177,563
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,364,158
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,999,646
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,265
Other income not declared elsewhere2014-12-31$5,258
Administrative expenses (other) incurred2014-12-31$2,563
Total non interest bearing cash at end of year2014-12-31$5,475
Total non interest bearing cash at beginning of year2014-12-31$1,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,895,194
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,948,286
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,317,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$14,989,932
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,146,921
Interest on participant loans2014-12-31$7,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$610,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$219,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$219,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$256,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$250,891
Net investment gain/loss from pooled separate accounts2014-12-31$977,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$691,160
Employer contributions (assets) at end of year2014-12-31$493,468
Employer contributions (assets) at beginning of year2014-12-31$521,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$304,699
Contract administrator fees2014-12-31$630
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,855,236
Total of all expenses incurred2013-12-31$1,430,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,427,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,330,731
Value of total assets at end of year2013-12-31$16,317,227
Value of total assets at beginning of year2013-12-31$14,892,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,801
Total interest from all sources2013-12-31$6,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$445,202
Participant contributions at end of year2013-12-31$177,563
Participant contributions at beginning of year2013-12-31$128,181
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,999,646
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,774,566
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$193,695
Other income not declared elsewhere2013-12-31$5,474
Administrative expenses (other) incurred2013-12-31$2,225
Total non interest bearing cash at end of year2013-12-31$1,632
Total non interest bearing cash at beginning of year2013-12-31$7,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,425,081
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,317,227
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,892,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$13,146,921
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,101,049
Interest on participant loans2013-12-31$6,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$219,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$206,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$206,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$250,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$239,548
Net investment gain/loss from pooled separate accounts2013-12-31$1,512,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$691,834
Employer contributions (assets) at end of year2013-12-31$521,089
Employer contributions (assets) at beginning of year2013-12-31$434,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,427,354
Contract administrator fees2013-12-31$576
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,578,626
Total of all expenses incurred2012-12-31$380,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$328,125
Expenses. Certain deemed distributions of participant loans2012-12-31$49,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,065,017
Value of total assets at end of year2012-12-31$14,892,146
Value of total assets at beginning of year2012-12-31$12,693,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,892
Total interest from all sources2012-12-31$7,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$368,535
Participant contributions at end of year2012-12-31$128,181
Participant contributions at beginning of year2012-12-31$165,239
Participant contributions at beginning of year2012-12-31$219
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,774,566
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$74,768
Other income not declared elsewhere2012-12-31$4,659
Administrative expenses (other) incurred2012-12-31$2,300
Total non interest bearing cash at end of year2012-12-31$7,418
Total non interest bearing cash at beginning of year2012-12-31$4,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,198,435
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,892,146
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,693,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$12,101,049
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,860,817
Interest on participant loans2012-12-31$7,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$206,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$239,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$239,756
Net investment gain/loss from pooled separate accounts2012-12-31$1,501,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$621,714
Employer contributions (assets) at end of year2012-12-31$434,438
Employer contributions (assets) at beginning of year2012-12-31$421,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$328,125
Contract administrator fees2012-12-31$592
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CANNON & COMPANY, CPAS
Accountancy firm EIN2012-12-31620962852
2011 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$651,656
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$263,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$222,480
Expenses. Certain deemed distributions of participant loans2011-12-31$38,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$912,738
Value of total assets at end of year2011-12-31$12,693,711
Value of total assets at beginning of year2011-12-31$12,306,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,122
Total interest from all sources2011-12-31$9,165
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$324,695
Participant contributions at end of year2011-12-31$165,239
Participant contributions at beginning of year2011-12-31$206,029
Participant contributions at end of year2011-12-31$219
Assets. Other investments not covered elsewhere at end of year2011-12-31$239,756
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$232,681
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,873
Other income not declared elsewhere2011-12-31$7,075
Total non interest bearing cash at end of year2011-12-31$4,908
Total non interest bearing cash at beginning of year2011-12-31$4,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$387,667
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,693,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,306,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,860,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,509,426
Interest on participant loans2011-12-31$9,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,064
Net investment gain/loss from pooled separate accounts2011-12-31$-277,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$573,170
Employer contributions (assets) at end of year2011-12-31$421,559
Employer contributions (assets) at beginning of year2011-12-31$352,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$222,480
Contract administrator fees2011-12-31$3,122
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CANNON & COMPANY, CPAS
Accountancy firm EIN2011-12-31620962852
2010 : MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,163,253
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$388,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$381,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$854,430
Value of total assets at end of year2010-12-31$12,306,044
Value of total assets at beginning of year2010-12-31$10,531,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,717
Total interest from all sources2010-12-31$6,640
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$300,930
Participant contributions at end of year2010-12-31$206,029
Participant contributions at beginning of year2010-12-31$88,417
Participant contributions at beginning of year2010-12-31$7,633
Assets. Other investments not covered elsewhere at end of year2010-12-31$232,681
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$229,821
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,021
Total non interest bearing cash at end of year2010-12-31$4,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,774,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,306,044
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,531,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,509,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,315,886
Interest on participant loans2010-12-31$6,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$741,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$741,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,302,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$546,479
Employer contributions (assets) at end of year2010-12-31$352,600
Employer contributions (assets) at beginning of year2010-12-31$400,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$381,586
Contract administrator fees2010-12-31$717
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$747,970
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CANNON & COMPANY, CPAS
Accountancy firm EIN2010-12-31620962852

Form 5500 Responses for MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN

2022: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEMPHIS OBSTETRICS & GYNECOLOGICAL ASSOCIATION, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075245
Policy instance 1
Insurance contract or identification number075245
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075245
Policy instance 1
Insurance contract or identification number075245
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075245
Policy instance 1
Insurance contract or identification number075245
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075245
Policy instance 1
Insurance contract or identification number075245
Number of Individuals Covered193
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 2
Insurance contract or identification number97307
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,795
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees9500
Additional information about fees paid to insurance brokerAUDIT FEE
Insurance broker organization code?0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075245
Policy instance 1
Insurance contract or identification number075245
Number of Individuals Covered196
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,982
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5300
Additional information about fees paid to insurance brokerAUDIT FEE
Insurance broker organization code?0
Insurance broker nameELLIS BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $54,298
Total amount of fees paid to insurance companyUSD $13,338
Commission paid to Insurance BrokerUSD $41,946
Insurance broker organization code?7
Amount paid for insurance broker fees3300
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES
Insurance broker nameMAYER HOFFMAN MCCANN P.C.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $51,697
Total amount of fees paid to insurance companyUSD $2,562
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $38,149
Insurance broker organization code?7
Amount paid for insurance broker fees2562
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES
Insurance broker nameCBIZ MEMPHIS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered169
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $45,231
Total amount of fees paid to insurance companyUSD $2,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $32,819
Insurance broker organization code?7
Amount paid for insurance broker fees2225
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEE
Insurance broker nameCANNON AND COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered132
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $42,887
Total amount of fees paid to insurance companyUSD $2,325
Commission paid to Insurance BrokerUSD $6,763
Insurance broker organization code?3
Amount paid for insurance broker fees2325
Additional information about fees paid to insurance brokerINITIAL LOAN FEE AND DISTRIBUTION FEE
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered130
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $48,498
Total amount of fees paid to insurance companyUSD $2,552
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97307
Policy instance 1
Insurance contract or identification number97307
Number of Individuals Covered135
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,464
Total amount of fees paid to insurance companyUSD $6,500
Commission paid to Insurance BrokerUSD $9,990
Insurance broker organization code?4
Amount paid for insurance broker fees1000
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameJOHN HANCOCK LIFE INSURANCE

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